Buckley Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,402
| Closed | -$308K | – | 137 |
|
|
2021
Q3 | $308K | Sell |
4,402
-61
| -1% | -$4.27K | 0.1% | 107 |
|
|
2021
Q2 | $383K | Sell |
4,463
-112
| -2% | -$9.61K | 0.13% | 100 |
|
|
2021
Q1 | $373K | Sell |
4,575
-2,949
| -39% | -$240K | 0.14% | 96 |
|
|
2020
Q4 | $526K | Sell |
7,524
-1,134
| -13% | -$79.3K | 0.22% | 77 |
|
|
2020
Q3 | $449K | Sell |
8,658
-1,514
| -15% | -$78.5K | 0.2% | 79 |
|
|
2020
Q2 | $731K | Sell |
10,172
-248
| -2% | -$17.8K | 0.33% | 56 |
|
|
2020
Q1 | $559K | Buy |
10,420
+1,341
| +15% | +$71.9K | 0.3% | 67 |
|
|
2019
Q4 | $1.01M | Sell |
9,079
-1,474
| -14% | -$164K | 0.46% | 34 |
|
|
2019
Q3 | $1.08M | Sell |
10,553
-1,277
| -11% | -$131K | 0.53% | 34 |
|
|
2019
Q2 | $1.11M | Buy |
11,830
+857
| +8% | +$80.2K | 0.52% | 32 |
|
|
2019
Q1 | $1.04M | Buy |
10,973
+1,229
| +13% | +$117K | 0.49% | 37 |
|
|
2018
Q4 | $839K | Buy |
9,744
+241
| +3% | +$20.8K | 0.43% | 42 |
|
|
2018
Q3 | $1.07M | Sell |
9,503
-1,689
| -15% | -$190K | 0.47% | 42 |
|
|
2018
Q2 | $1.26M | Sell |
11,192
-588
| -5% | -$66K | 0.59% | 39 |
|
|
2018
Q1 | $1.13M | Buy |
11,780
+449
| +4% | +$43.1K | 0.56% | 41 |
|
|
2017
Q4 | $1.15M | Buy |
+11,331
| New | +$1.15M | 0.57% | 42 |
|